Te Kawa Matua: Module 1 Professional Practice Standards and Guidelines

The Professional Practice Standards and Guidelines set the expectations for how financial mentors work. They help ensure services are safe, consistent, ethical, and effective across Aotearoa.

The Professional Practice Standards and Guidelines are the first of three interconnected parts of Te Kawa Matua: Practice Standards for Financial Mentors in Aotearoa New Zealand. Each section has a distinct role in defining professional financial mentoring practice:

• Professional Practice Standards – what we do
• Code of Ethics – why we do it
• Code of Conduct – how we do it

Practice standards describe the core tasks, responsibilities, and behaviours required in the financial mentoring role. They outline the minimum level of practice expected from every financial mentor, no matter where they work.